AIA

Angeles Investment Advisors Portfolio holdings

AUM $1.77B
1-Year Est. Return 17.49%
This Quarter Est. Return
1 Year Est. Return
+17.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$2.38M
3
+$1.02M
4
ISRG icon
Intuitive Surgical
ISRG
+$893K
5
AAPL icon
Apple
AAPL
+$825K

Top Sells

1
+$40.4M
2
+$437K
3
+$344K
4
SHW icon
Sherwin-Williams
SHW
+$338K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$311K

Sector Composition

1 Technology 2.47%
2 Healthcare 1.35%
3 Consumer Discretionary 1.3%
4 Consumer Staples 1.23%
5 Financials 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.22%
11,600
27
$1.06M 0.21%
19,000
28
$1.06M 0.21%
15,129
+2,401
29
$1.03M 0.21%
3,180
+299
30
$1.02M 0.2%
6,963
+1,997
31
$893K 0.18%
+4,533
32
$859K 0.17%
4,752
+180
33
$840K 0.17%
12,480
+184
34
$834K 0.17%
6,105
+426
35
$829K 0.17%
6,045
36
$820K 0.17%
5,884
+253
37
$786K 0.16%
+21,700
38
$780K 0.16%
+13,039
39
$772K 0.16%
8,608
-506
40
$732K 0.15%
3,085
+446
41
$726K 0.15%
2,230
-428
42
$711K 0.14%
2,382
-158
43
$671K 0.14%
10,040
+2,100
44
$661K 0.13%
3,219
+1,151
45
$654K 0.13%
27,126
-9,717
46
$649K 0.13%
12,075
47
$625K 0.13%
5,485
+750
48
$617K 0.12%
3,120
-195
49
$599K 0.12%
6,866
50
$572K 0.12%
16,230
+2,515
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